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Find Business Solutions

Targeted financial and accounting services for growing businesses

Financial & Accounting Services

Our business accounting and financial services are specially designed to provide clear information and easy-to-use tools to help small-medium businesses grow. 


As your full-service accountant, we’ll take care of fundamentals like tax preparation, running payroll, compliance, and budgeting. As your business advisor, we’ll create action plans to help you understand your financial gaps, focus on your financial strengths, and identify opportunities for growth. 


We’ll make sure you know your numbers, so you can operate your business with confidence.

Tax Preparation & Tax Planning

Proactive planning is the key to reducing your tax liability and maximizing after-tax income. That’s why we go beyond tax preparation and compliance to provide you with complete tax-saving strategies. Tax services include:

  • Preparation and filing of federal and state income and payroll tax returns

  • Comprehensive tax planning and tax-saving strategies

  • IRS representation as needed

  • Administration of the Texas franchise tax and all sales taxes

  • Tax services for individuals

Strategic Planning & Financial Advising

In addition to giving you the tools to better track your financials, we’ll work with you to create strategies for profitability and long-term growth. This includes: 

  • Business performance measurement and analysis

  • Strategic planning, including goal setting and tracking

  • Virtual CFO services

  • Regular financial reporting with actionable insights

  • Budget planning aligned with your growth goals

Business Accounting Services

Along with taking the burden of basic accounting functions off your plate, we provide timely financial information to help you and your team make informed decisions. Accounting services include:

  • Accurate bookkeeping, including reconciliation and compliance

  • Income statement analysis

  • Complete payroll services

  • Accounting systems assessment and optimization

  • Quickbooks implementation and consulting

Ready To Get Started?



What’s keeping you up at night? We begin with a free consultation to understand your accounting and financial services needs, as well as your long-term business goals. We’ll uncover the opportunities that lie inside your financial challenges.



The next step is to optimize your accounting systems and communications. We’ll help you organize your financial information and implement tools to improve the way you report and interpret financial data.



Working as an advisor on your team, we’ll provide regular insights and reporting to keep your business performance on track. As you manage your team and plan for the future, we’re with you every step of the way.

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